Joseph Palompo is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and for using systematic methodologies and advanced technologies, including AI, in its investment process.

Reece Anderson is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at TSG Wealth Management and has diverse work experience including roles at Fitness 19 and Trader Joe's. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks.